See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,118 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,899 | $49,138+5.6% | $84,015-38.2% | $65,185-20.4% |
| Participation rate | 84.9% | 60.7%+24.2pp | 69.0%+15.9pp | 70.2%+14.7pp |
| Annual return | 22.76% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.6pp |
| Employer contribution / active EE | $890 | $914-2.6% | $1,983-55.1% | $2,177-59.1% |
| Participant deferral / active EE | $4,540 | $2,397+89.4% | $3,239+40.2% | $3,514+29.2% |
| Admin fee / account holder | $53 | $543-90.2% | $6,101-99.1% | $847-93.7% |